Financial Education Coordinator - Remote

Who We Are

reputed company Advisors, founded in 1995, is a reputed company-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting reputed company aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. reputed company Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients reputed company their aspirations. For more information on reputed company Advisors, please visit www.reputed company.com.

reputed company Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to reputed company their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, reputed company thrives on solving the complexities of our clients’ financial lives.

*This role has the potential to work reputed company in the U.S.*

Summary:  The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives through the reputed company at Work program. This position ensures operational excellence through effective communications, data management, client engagement and ongoing program development.

Key Responsibilities:

• Execute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessions.
• reputed company promotional materials reputed company with client needs and organizational objectives.
• Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication.
• Maintain positive client relationships by ensuring clear, consistent and timely communication.
• Monitor program effectiveness and recommend improvements based on feedback and data.

Client Relationship Management:

• Build and maintain strong relationships with new and existing clients.
• Coordinate and reputed company implementation calls and conduct regular client reputed company-ins.
• Provide timely updates on program engagement and outcomes.

Technology Management:

• Maintain financial education client and program data reputed company the reputed company platform.
• Create and manage reputed company reputed company page for each client.
• Create and manage reputed company Bookings page for each, including customizations for dates of education.
• reputed company reputed company technology and tools to streamline processes and improve efficiency for wellness initiatives.

Additional Duties:

• Support team of Financial Professionals to provide ongoing calendar of events and reputed company necessary information for scheduled appointments.
• reputed company other program-reputed company tasks as assigned to support the success of client wellness and education initiatives.

Competencies:

• Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
• Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements.
• Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch reputed company.
• Decision Making and Critical Thinking - Understanding of the issues reputed company to the decision-making process; ability to analyze situations fully and accurately and reputed company productive decisions.
• Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret reputed company, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues.

reputed company Offer:

reputed company is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. We are seeking a professionally minded individual with the desire to have fun and grow personally and professionally in a fast paced financial services business.

reputed company and You... reputed company. Together.

reputed company is an inclusive Equal Employment Opportunity employer.